The Risk Monitor tab allows you to run risk levels for accounts and groups without having to run each set of instruments individually at the Portfolios tab.
Here is how you can run risk levels for multiple portfolios/accounts/groups at once-
- Once your accounts are loaded into Tolerisk manually or through our Integration partners, you will see that they populate as separate rows on the "Accounts/Groups" page under the Portfolio Analytics dropdown.
- To run risk levels for multiple accounts and groups, click the bell icon for each row you want to analyze.
- Once you do this, open the risk monitor tab under the portfolio analytics dropdown.
- You will see that your selected accounts and groups will show up on this page, along with information about their target risk, aggregate risk, and the difference between the two.
- To adjust target risk, you can go back to the accounts or groups page and click on the edit icon for the account or group you want to edit.
The video below gives a detailed walkthrough of the process-